Tom Lowell Email & Phone Number
Associate Director, Senior Equity Plan Administrator @ UBS Group AG
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Tom Lowell Location
- Layton, UT, US
Tom Lowell Work
- Associate Director, Senior Equity Plan Administrator @ (May 2023 - Present)
- Senior Service Manager, AVP @ (December 2021 - December 2022)
- Client Management Reprsentative @ (July 2020 - December 2021)
- Workplace Planning Consultant II @ (April 2020 - July 2020)
- Team Support Specialist @ (June 2016 - March 2020)
- Retirement Solutions @ (June 2014 - June 2016)
- Investment Solutions @ (June 2013 - June 2014)
- Stock Plan Services @ (January 2011 - June 2013)
- Personal Banking Representative @ (January 2010 - December 2010)
Tom Lowell Education
- Western Governors University
Tom Lowell Skills
- 401(k) Retirement Savings Plans
- Asset Allocation
- Business-to-Business (B2B)
- Client Services
- Consultative Sales Management
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Success
- Financial Advisory
- Financial Services
- Investments
- Microsoft Excel
- Microsoft Office
- Retirement Planning
- Sales Management Coaching
- Statements of Work (SOW)
- Team Leadership
- Series 9/10
- Portfolio Management
- Series 63
- Retirement
- 401K Retirement Savings Plans
- Series 66
- Series 7
- 401 Retirement Savings Plans
Tom Lowell Summary
- Tom Lowell, based in Layton, UT, US, is currently a Associate Director, Senior Equity Plan Administrator at UBS. Tom Lowell brings experience from previous roles at Morgan Stanley and Fidelity Investments. Tom Lowell holds a Western Governors University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation, Business-to-Business (B2B), Client Services, Consultative Sales Management and more. Tom Lowell has 2 emails and 1 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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